Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,828 | $167,362-87.0% | $143,799-84.8% | $134,532-83.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -4.62% | 0.47%-5.1pp | -0.04%-4.6pp | 418.27%-422.9pp |
| Employer contribution / active EE | $1,107 | $5,620-80.3% | $4,952-77.6% | $4,741-76.6% |
| Participant deferral / active EE | $142 | $6,447-97.8% | $5,638-97.5% | $6,401-97.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |